The three-person team brings a holistic approach to financial planning.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading
full-service wealth management, capital markets, and asset management firm, has announced The W Group, a three-person team in Mansfield, Ohio, has joined the firm. The group was formerly associated with Wells Fargo.
The team is led by Financial Advisor Thomas Wilson, First Vice President/Wealth Management. He is joined by Josh White, Financial Advisor, and Stacy Wolford, Senior Registered Private Client Associate.
“We’re excited to welcome The W Group to Janney. Their holistic approach to financial planning fits seamlessly with our culture. We look forward to leveraging our resources to help them continue to grow their business and support their clients,” said Doran Young, Complex Manager and Vice President.
About The W Group
- Thomas Wilson, Financial Advisor, First Vice President/Wealth Management. Tom has more than 32 years of industry experience, with an emphasis on maintaining deep client relationships and seeing the entire financial picture. Prior to Janney, he served at McDonald Investments, and most recently held a position at Wells Fargo Advisors. He is a Certified Financial Planner™ professional and holds the Series 7, 63, 65, 9 and 10 licenses. He earned his bachelor’s degree in accounting and finance from Wright State University.
- Josh White, Financial Advisor. Josh’s areas of focus include retirement planning, education planning, annuities, mutual funds, tax free and taxable bonds, equities, and stock options. He began his career at Edward Jones Investments in 2010, and most recently served at Wells Fargo Advisors with the rest of his team for seven years. He holds Series 7 and 66 licenses, as well as Ohio Insurance and Life and Health Insurance licenses. Josh earned his bachelor’s degree in business management from University of North Carolina – Asheville.
- Stacy Wolford, Senior Registered Private Client Associate. Stacy brings more than 28 years of experience, with the goal of providing excellent service to clients and supporting Tom and Josh in their business. She started her career in 1991 as a receptionist and wire operator at then AG Edwards, which is now Wells Fargo Advisors. Stacy holds Series 7 and 66 licenses.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.